Trust law has changed more in the last 10 years than in the prior 200. New pathways have been created by which trust terms can be changed and new pressures can be applied to limit the trustee’s ability to “command and control.” It’s time to leave behind the narrow view of trusts where ruling on the cash needs of otherwise passive beneficiaries is the focal point of the trustee relationship. We need a dynamic model that promotes an active dialogue with beneficiaries so that the trust can accommodate change but still preserve the founder’s original intent. Managing the assets and writing checks is no longer enough.
Learn how leading families are adapting to this challenge. Don Kozusko, a trust law and family enterprise expert, will lead this online discussion.
Please join us for this final installment of the three-part webinar series Investments, Philanthropy, and Trusts.
Wednesday, September 30, 2015
11:00am – 12:00pm EDT